First, what is worth automating
Not every repetitive task is worth automating. We start with a diagnosis. We talk to the people who do the work, document how it’s done today, and calculate what each step costs. From that we get an ordered list: what saves the most and what is cheapest to build. You decide where to start, based on data.
Integrating: data moves from one system to another without being copied by hand
For each system we build a small connector. It knows how to read from another system, a portal or a file. It runs when it needs to: every hour, every night, or when something happens. The data is converted to a common format and delivered where you need it: to a database or to a file ready to download. Every step is logged. If something fails, you get an alert and it tries again.
Automating: the same rule, the same result
An automated task has to produce the same result as when a person does it, just without the waiting. That’s why we write the rule first and then build. Examples: a booking system that replaces phone calls and emails. Follow-up emails that go out automatically some time after the service. An online quote tool that does the calculation a person currently does over the phone. Everything is measured: bookings made by the system, quotes closed, hours freed up.
Cost and security
There is no server permanently switched on. You only pay each time it is used. The access keys to your systems are stored in a key vault, never in the code. And when a provider changes its system, we adapt the connector as part of the maintenance.
What we build it with
Each connector is a serverless function (Lambda) on AWS, Amazon’s cloud infrastructure. It reads from an API, a portal or a file, and it is triggered by a schedule or by an event. The data is delivered to the database your company uses, to Amazon storage, or as a downloadable file. The infrastructure is defined as code and can be deployed in an account belonging to your company. Access keys are kept in a secrets manager. Every connector has monitoring and alerts.